ARKADIOS WEALTH ADVISORS – Schwab U.S. Dividend Equity ETF Transaction History
ARKADIOS WEALTH ADVISORS portfolio value:
$5.66M
portfolio value
ARKADIOS WEALTH ADVISORS quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.31% | 8.66K shares | 177K | $66.43 | 85.25K |
| Q2 2022 | share | Increase | +0.89% | 675 shares | -503K | $71.63 | 76.59K |
| Q1 2022 | share | Decrease | -46.53% | -66.06K shares | -5.48M | $78.89 | 75.91K |
| Q4 2021 | share | Increase | +694.48% | 124.11K shares | 10.15M | $80.71 | 141.98K |
| Q3 2021 | share | Increase | +300.52% | 13.40K shares | 989K | $74.24 | 17.87K |
| Q2 2021 | share | Increase | +186.03% | 2.90K shares | 224K | $75.03 | 4.46K |
| Q1 2021 | share | Increase | +75.87% | 673 shares | 57K | $71.83 | 1.56K |
| Q4 2020 | share | Increase | +0.80% | 7 shares | 4.3K | $62.74 | 887 |
| Q3 2020 | share | Increase | +490.60% | 731 shares | 43.90K | $53.59 | 880 |
| Q2 2020 | share | 0.00% | 0 shares | 1.09K | $49.64 | 149 | |
| Q1 2020 | share | 0.00% | 0 shares | -2.07K | $42.78 | 149 | |
| Q4 2019 | share | Increase | 0.00% | 149 shares | 8.78K | $54.52 | 149 |